SSA

South Street Advisors Portfolio holdings

AUM $674M
1-Year Est. Return 27.87%
This Quarter Est. Return
1 Year Est. Return
+27.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$9.9M
2 +$6.85M
3 +$246K
4
CVX icon
Chevron
CVX
+$245K
5
JPM icon
JPMorgan Chase
JPM
+$104K

Top Sells

1 +$6.7M
2 +$5.74M
3 +$3.56M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.36M
5
GS icon
Goldman Sachs
GS
+$206K

Sector Composition

1 Technology 23.26%
2 Consumer Discretionary 14.57%
3 Industrials 13.97%
4 Financials 11.2%
5 Healthcare 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-83,337
77
-5,000
78
-47,864